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Duke Energy shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Duke Energy

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All positions including Duke Energy held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duke Energy by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 9.1k 115.14
2024-06-30 $921k 9.2k 100.20
2024-03-31 $889k 9.2k 96.71
2023-09-30 $815k 9.2k 88.25
2023-06-30 $829k 9.2k 89.77

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View all positions for Morningstar Investment Management

Top funds holding Duke Energy

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Morgan Stanley
Capital Research Global Investors
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Franklin Resources
Northern Trust
Pathway Financial Advisers
Bank of New York Mellon

View all funds holding Duke Energy